Intelligence that solves real problems
Pre-built workflows that predict risks, surface insights, and solve the problems holding your business back. Built for teams who demand more than basic automation.
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AI-powered workflows for your most important tools
Asana
AI-powered project intelligence with predictive analytics and automated insights
Salesforce
Intelligent CRM automation with real-time data enrichment and predictive scoring
Slack
Smart communication workflows with context-aware notifications and summaries
HubSpot
Marketing automation with behavioral analytics and conversion optimization
Track What Matters
Our workflows improve the metrics that directly impact your business outcomes
Revenue & Growth
Track and optimize revenue generation, deal velocity, and growth metrics
Data & Lead Quality
Improve lead scoring accuracy and data completeness across systems
Forecasting & Intelligence
Predict outcomes and identify risks before they impact your business
Browse All Workflows
Filter by tools, business metrics, or search to find the perfect automation for your needs
Showing 1 to 9 of 49 workflows
Automated Lead Enrichment from Slack to CRM
Automatically enrich and sync leads mentioned in Slack channels directly to your CRM with full context.
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Automated Expense Approval Workflow
Streamline expense approvals from submission to reimbursement with automated routing and accounting sync.
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Automated Employee Onboarding
Streamline new hire onboarding with automated task creation, welcome emails, and access provisioning.
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Smart Meeting Scheduler with CRM Sync
Automatically schedule meetings, send calendar invites, and log activity to CRM with meeting notes.
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Automated Project Status Reporting
Generate weekly project status reports automatically by aggregating data from project management tools.
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Customer Feedback to Product Roadmap
Automatically collect, categorize, and prioritize customer feedback into actionable product insights.
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Automate Lead Enrichment from LinkedIn to Salesforce
Automatically capture LinkedIn profiles, enrich with company data, and create qualified leads in Salesforce.
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Automated Expense Tracking from Gmail to QuickBooks
Extract receipt data from emails, categorize expenses, and sync to QuickBooks automatically.
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When To Use
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